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Portfolio (Quarterly) Guide ↗

VAUGHAN DAVID INVESTMENTS LLC/IL

· CIK 0001063571
13F Portfolio $4.6B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 225 New
Page 8 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BK BANK OF NEW YORK MELLON CORP Financial Services 9,906.0 $1.1M 0.03% NEW $116.09 +16.3%
142 CBSH COMMERCE BANCSHARES INC Financial Services 21,730.0 $1.1M 0.03% NEW $52.32 -1.9%
143 CSX CSX CORP Industrials 29,901.0 $1.1M 0.02% NEW $36.25 +26.2%
144 ENB ENBRIDGE INC Energy 21,823.0 $1.0M 0.02% NEW $47.84 +15.8%
145 SBUX STARBUCKS CORP Consumer Cyclical 11,997.0 $1.0M 0.02% NEW $84.19 +27.2%
146 MDY SPDR S&P MIDCAP 400 ETF Financial Services 1,626.0 $981K 0.02% NEW $603.32 +9.4%
147 POR PORTLAND GENERAL ELECTRIC CO Utilities 19,997.0 $960K 0.02% NEW $48.01 -0.1%
148 VIG VANGUARD DIVIDEND APPRECIATION ETF 4,163.0 $915K 0.02% NEW $219.79 +4.2%
149 QQQ INVESCO QQQ TRUST SERIES 1 Financial Services 1,413.0 $868K 0.02% NEW $614.30 +15.6%
150 GLD SPDR GOLD TRUST Financial Services 2,161.0 $856K 0.02% NEW $396.11 +6.0%
151 AEE AMEREN CORPORATION Utilities 8,266.0 $825K 0.02% NEW $99.81 +7.6%
152 BERKSHIRE HATHAWAY CL A 1.0 $755K 0.02% NEW $755000.00
153 MMM 3M COMPANY Industrials 4,691.0 $751K 0.02% NEW $160.09 -7.5%
154 XLP CONSUMER STAPLES SELECT SECTOR SPDR 9,576.0 $744K 0.02% NEW $77.69 +9.5%
155 UNP UNION PACIFIC CORP Industrials 3,097.0 $716K 0.02% NEW $231.19 +16.9%
156 PECO PHILLIPS EDISON & CO INC Real Estate 19,882.0 $707K 0.01% NEW $35.56 +11.8%
157 SMH VANECK VECTORS SEMICONDUCTOR 1,879.0 $677K 0.01% NEW $360.30 +55.7%
158 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,624.0 $667K 0.01% NEW $184.05 +4.9%
159 NOC NORTHROP GRUMMAN CORP Industrials 1,143.0 $652K 0.01% NEW $570.43 -4.9%
160 DIA SPDR DJIA TRUST Financial Services 1,355.0 $651K 0.01% NEW $480.44 +3.0%
Page 8 of 12  ·  225 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.8%
Technology 16.0%
Healthcare 13.4%
Utilities 13.3%
Industrials 10.4%
Consumer Defensive 8.1%
Energy 7.3%
Communication Services 5.9%
Consumer Cyclical 3.1%
Basic Materials 1.7%